Invest with Confidence
What we offer clients —
1. Personalized Financial Roadmap
At Rorbach Financial Services, we recognize that your financial journey is unique. Our estate and financial planning services are tailored to your individual goals, aspirations, and family dynamics. We strive to create a comprehensive strategy to help grow your wealth while protecting it and passing it on efficiently to future generations.2. Expertise in Portfolio Management
Our financial advisor stays up-to-date with the latest industry trends and strategies and has over a decade of experience helping clients navigate the financial markets. We leverage this expertise to construct and manage investment portfolios that align with your objectives and risk tolerance. Our goal is to balance returns while safeguarding your investments.3. Rigorous Risk Mitigation
Protecting your assets and investments is a top priority. We employ risk management techniques to identify, assess, and mitigate potential risks in your financial plan. Our proactive approach combines traditional and innovative investment strategies that aim to ensure that you are well-prepared for financial challenges that may arise.4. Client Service
At Rorbach Financial Services, our clients come first, always. We are committed to providing the highest level of service, which means being accessible, responsive, and attentive to your needs. You can count on us to be your dedicated financial partner, ready to assist you at every turn.5. Transparent and Ethical Guidance
We uphold the highest standards of transparency and ethical conduct. Your best interests are our top priority, and we are determined to provide clear and unbiased guidance. We will always act with integrity in all financial matters.6. Long-Term Legacy Preservation
Our approach extends beyond your lifetime. We work diligently to create a financial legacy that endures for generations to come. Whether it's minimizing estate taxes, setting up trust accounts, or facilitating smooth wealth transfer, we are dedicated to preserving your family's wealth and values.7. Education and Financial Confidence
Your financial journey is not a one-time event; it's a lifelong partnership. We are committed to being your trusted financial advisor every step of the way. We provide ongoing support, regular reviews, and educational resources to empower you with the knowledge to make informed decisions. With Rorbach Financial Services, you can enjoy the peace of mind and confidence that comes from knowing your financial affairs are in capable hands.
Contact Us
Experience the difference of working with an independent financial advisor who specializes in estate and financial planning, portfolio management, risk mitigation, and client service.
Contact us today to embark on your journey to financial security and legacy preservation.
Meet Blake Rorbach
Blake Rorbach started working in the financial industry in 2012. He was exposed to the industry at a very early age as his father has been a financial advisor for 35 years. After working for two major broker-dealers for nearly a decade Blake decided to start Rorbach Financial Services in 2021. He is a 4th generation Phoenician and is active in the community. Blake attained a BA from the University of Arizona. He focuses on financial and generational planning, equities, fixed income, life insurance, and annuities. He is a dog lover who enjoys playing golf and tennis.